Newbridge Financial Services Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Newbridge Financial Services Group’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$689	Hold	3	–	–	﹤0.01%	1148
2026 Q1	$650	Hold	3	–	–	﹤0.01%	1101
2025 Q4	$776	Hold	3	–	–	﹤0.01%	1093
2025 Q3	$929	Hold	3	–	–	﹤0.01%	1193
2025 Q2	$960	Buy	+3	New	+$989	﹤0.01%	1206
2024 Q2	–	Sell	-16	Closed	-$4K	–	1088
2024 Q1	$4K	Buy	+16	New	+$3.85K	﹤0.01%	918
2023 Q2	–	Sell	-7	Closed	-$1.34K	–	1350
2023 Q1	$1.34K	Hold	7	–	–	﹤0.01%	1250
2022 Q4	$1.32K	Hold	7	–	–	﹤0.01%	1273
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	1266
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	1245
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	1353
2021 Q4	$1K	Buy	+7	New	+$1.14K	﹤0.01%	1296
2021 Q1	–	Sell	-17	Closed	-$2K	–	1378
2020 Q4	$2K	Hold	17	–	–	﹤0.01%	946
2020 Q3	$2K	Buy	+17	New	+$1.76K	﹤0.01%	904

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's AJG Position: Q2 2026 in Review

Newbridge Financial Services Group held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 3 shares worth $689. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Newbridge Financial Services Group first reported a position in AJG in Q3 2020 and has held it in 14 quarters since. The position peaked at $4K in Q1 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Newbridge Financial Services Group held 3 shares of Arthur J. Gallagher & Co worth $689 as of Q2 2026.
Newbridge Financial Services Group left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1148 holding.
Newbridge Financial Services Group first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 14 quarters since.
Newbridge Financial Services Group's Arthur J. Gallagher & Co position peaked at $4K in Q1 2024.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.